by mahager | Feb 23, 2026 | Retirement
Reading Time: 5 minutes Here’s a quiz for you: Two portfolios. Same starting balance of $1 million. Same 16-year period from 2000-2015. Both take $50,000 per year (adjusted for inflation) to fund retirement. Portfolio A: 100% stocks, earned 8.08% average annual...
by Nate Byers | Oct 11, 2025 | Retirement
Navigating your retirement transition is filled with possibilities and uncertainties. Whether you’re living in retirement or on the cusp of leaving the workforce, mastering the fundamentals of retirement planning can transform vague dreams into a secure, fulfilling...
by Nate Byers | Oct 9, 2025 | Retirement, Retirement Portfolio, Uncategorized
Most retirees believes it’s safe to create their retirement paycheck from dividends and interest. Living off the income is intuitive. Unfortunately, living off dividends and interest is not sufficient for a withdrawal plan. First of all, at the time of this...
by Nate Byers | Oct 8, 2025 | Portfolio Management, Retirement
The Invisible Thief: Understanding Real Risk If your brain is telling you to sit in cash or bonds because market volatility makes you nervous, this message is specifically for you. You’re making what feels like the safest decision possible, but you’re...
by Nate Byers | Oct 1, 2025 | Retirement
Bill Perkins’ “Die with Zero” has captured the attention of retirees and financial planners alike with its provocative message: optimize your life experiences rather than maximizing your net worth at death. While the book’s philosophical...
by Nate Byers | Sep 12, 2025 | Portfolio Management, Retirement
With Halloween on its way, candy might be on your mind, but the one treat you don’t want in your investment basket is “Boomer Candy.” These so-called safe havens promise stock-like returns with minimal risk, but they often leave portfolios with more...
by Nate Byers | Oct 20, 2023 | Retirement, Uncategorized
You might be here because you searched Fee Only Financial Advisors Madison, WI, or a similar term. You might be here because you’re curious about what it means to be a fee-only financial advisor. Good news for you… this article aims to help you understand what it...
